T. Katuri Kaye

(415) 277-8064  
(415) 421-2017  
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Education

  • J.D., 2006
    Howard University School of Law
    Merit Scholar
    CALI Award for Excellence in Torts, Legal Research, Government Contracts and Broker-Dealer Law and Regulation
  • M.A., 2003
    San Francisco State University
  • B.A., 2002,
    University of California, Berkeley
    Merit Scholar

Professional Career

  • 2011 - Present
    Trucker Huss
    San Francisco, California

    2007 - 2011
    Orrick, Herrington & Sutcliffe, LLP
    San Francisco, California

    2005 - 2007
    Cadwalader, Wickersham & Taft LLP
    New York, New York

Professional Licenses
and Affiliations

  • Western Pension & Benefits Council
  • American Society of Pension Professionals & Actuaries
  • American Retirement Association
  • Member, State Bar of California
  • Member, State Bar of New York
  • Member, State Bar of Virginia
  • Bar Association of San Francisco
  • American Bar Association
  • National Bar Association
  • Black Women Lawyers of Northern California
  • Delta Sigma Theta Sorority, Incorporated
  • Old Dominion Bar Association
  • Alexandria Bar Association
  • Washington Bar Association
  • Greater Washington Area Chapter Women Lawyers Division National Bar Association

Katuri focuses her practice primarily on qualified retirement plans, including defined benefit and defined contribution plans, and plans of tax exempt entities and public schools and universities, including 403(b) and 457 plans.

Katuri counsels clients on the design and tax-qualification of retirement plans and the taxation of employee benefits. In addition, Katuri assists clients with drafting plan documents, SPDs and plan amendments; analyzing plan administrative issues; service provider and investment management agreement reviews; reviewing and drafting QDROs; preparing IRS and DOL submissions; and resolving questions regarding compliance with ERISA and the Internal Revenue Code.

Katuri is admitted in California, New York and Virginia, and currently pratices in both California and Virginia.

Katuri was the recipient of the National Bar Association’s 2012 Top 40 Advocates Under 40 Award. She was also named to the Lawyers of Color 2013 Inaugural Hot 100 List.

 

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